Civic Intelligence

Serna Insurance Agency Inc.

Plan context: Serna Insurance Agency Inc. 401K Plan

EIN 01-0689906 • Humble, TX • 11 filings • 2 plans

9232 Will Clayton Pkwy.Humble, TX 77338
Current Snapshot

Latest Year

2019

2019 Participants

37

2019 Assets

$2,381,297

2019 Contributions

$94,965

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,434,000$1,217,000$0200920142018YearValue
$2,381,297Latest year 2018

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

40200200920142018YearValue
37Latest year 2018

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201910$0$94,965-
Serna Insurance Agency Inc. 401K Plan-0$0$94,965-
2018137$2,381,297$185,719$5,019iApproximate average salary by contribution assumption: employee only about $125,486 at 4% or $83,657 at 6%; with 50% employer match about $83,657 at 4% or $55,771 at 6%; with 100% employer match about $62,743 at 4% or $41,829 at 6%.
Serna Insurance Agency Inc. 401K Plan-37$2,381,297$185,719$5,019iApproximate average salary by contribution assumption: employee only about $125,486 at 4% or $83,657 at 6%; with 50% employer match about $83,657 at 4% or $55,771 at 6%; with 100% employer match about $62,743 at 4% or $41,829 at 6%.
2017140$2,434,000$170,616$4,265iApproximate average salary by contribution assumption: employee only about $106,635 at 4% or $71,090 at 6%; with 50% employer match about $71,090 at 4% or $47,393 at 6%; with 100% employer match about $53,317 at 4% or $35,545 at 6%.
Serna Insurance Agency Inc. 401K Plan-40$2,434,000$170,616$4,265iApproximate average salary by contribution assumption: employee only about $106,635 at 4% or $71,090 at 6%; with 50% employer match about $71,090 at 4% or $47,393 at 6%; with 100% employer match about $53,317 at 4% or $35,545 at 6%.
2016134$1,970,103$170,218$5,006iApproximate average salary by contribution assumption: employee only about $125,160 at 4% or $83,440 at 6%; with 50% employer match about $83,440 at 4% or $55,627 at 6%; with 100% employer match about $62,580 at 4% or $41,720 at 6%.
Serna Insurance Agency Inc. 401K Plan-34$1,970,103$170,218$5,006iApproximate average salary by contribution assumption: employee only about $125,160 at 4% or $83,440 at 6%; with 50% employer match about $83,440 at 4% or $55,627 at 6%; with 100% employer match about $62,580 at 4% or $41,720 at 6%.
2015131$1,618,710$167,421$5,401iApproximate average salary by contribution assumption: employee only about $135,017 at 4% or $90,011 at 6%; with 50% employer match about $90,011 at 4% or $60,008 at 6%; with 100% employer match about $67,508 at 4% or $45,006 at 6%.
Serna Insurance Agency Inc. 401K Plan-31$1,618,710$167,421$5,401iApproximate average salary by contribution assumption: employee only about $135,017 at 4% or $90,011 at 6%; with 50% employer match about $90,011 at 4% or $60,008 at 6%; with 100% employer match about $67,508 at 4% or $45,006 at 6%.
2014126$1,501,002$149,658$5,756iApproximate average salary by contribution assumption: employee only about $143,902 at 4% or $95,935 at 6%; with 50% employer match about $95,935 at 4% or $63,956 at 6%; with 100% employer match about $71,951 at 4% or $47,967 at 6%.
Serna Insurance Agency Inc. 401K Plan-26$1,501,002$149,658$5,756iApproximate average salary by contribution assumption: employee only about $143,902 at 4% or $95,935 at 6%; with 50% employer match about $95,935 at 4% or $63,956 at 6%; with 100% employer match about $71,951 at 4% or $47,967 at 6%.
2013128$1,325,533$198,611$7,093iApproximate average salary by contribution assumption: employee only about $177,331 at 4% or $118,221 at 6%; with 50% employer match about $118,221 at 4% or $78,814 at 6%; with 100% employer match about $88,666 at 4% or $59,110 at 6%.
Serna Insurance Agency Inc. 401K Plan-28$1,325,533$198,611$7,093iApproximate average salary by contribution assumption: employee only about $177,331 at 4% or $118,221 at 6%; with 50% employer match about $118,221 at 4% or $78,814 at 6%; with 100% employer match about $88,666 at 4% or $59,110 at 6%.
2012122$982,116$110,846$5,038iApproximate average salary by contribution assumption: employee only about $125,961 at 4% or $83,974 at 6%; with 50% employer match about $83,974 at 4% or $55,983 at 6%; with 100% employer match about $62,981 at 4% or $41,987 at 6%.
Serna Insurance Agency Inc. 401K Plan-22$982,116$110,846$5,038iApproximate average salary by contribution assumption: employee only about $125,961 at 4% or $83,974 at 6%; with 50% employer match about $83,974 at 4% or $55,983 at 6%; with 100% employer match about $62,981 at 4% or $41,987 at 6%.
2011122$807,913$113,668$5,167iApproximate average salary by contribution assumption: employee only about $129,168 at 4% or $86,112 at 6%; with 50% employer match about $86,112 at 4% or $57,408 at 6%; with 100% employer match about $64,584 at 4% or $43,056 at 6%.
Serna Insurance Agency Inc. 401K Plan-22$807,913$113,668$5,167iApproximate average salary by contribution assumption: employee only about $129,168 at 4% or $86,112 at 6%; with 50% employer match about $86,112 at 4% or $57,408 at 6%; with 100% employer match about $64,584 at 4% or $43,056 at 6%.
2010117$715,914$46,057$2,709iApproximate average salary by contribution assumption: employee only about $67,731 at 4% or $45,154 at 6%; with 50% employer match about $45,154 at 4% or $30,103 at 6%; with 100% employer match about $33,865 at 4% or $22,577 at 6%.
Serna Insurance Agency Inc. 401K Plan-17$715,914$46,057$2,709iApproximate average salary by contribution assumption: employee only about $67,731 at 4% or $45,154 at 6%; with 50% employer match about $45,154 at 4% or $30,103 at 6%; with 100% employer match about $33,865 at 4% or $22,577 at 6%.
2009111$607,666$98,539$8,958iApproximate average salary by contribution assumption: employee only about $223,952 at 4% or $149,302 at 6%; with 50% employer match about $149,302 at 4% or $99,534 at 6%; with 100% employer match about $111,976 at 4% or $74,651 at 6%.
Serna Insurance Agency Inc. 401K Plan-11$607,666$98,539$8,958iApproximate average salary by contribution assumption: employee only about $223,952 at 4% or $149,302 at 6%; with 50% employer match about $149,302 at 4% or $99,534 at 6%; with 100% employer match about $111,976 at 4% or $74,651 at 6%.